Skip to content

James Cassell Nickens

Investment adviser representative at Msh Capital Advisors LLC
15 yearsExperience
1 stateRegistered in
$1.3BFirm assets
9 yearsFirm in business

Are you James Cassell Nickens? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Msh Capital Advisors LLCJan 2026 to now
  2. Swan Financial GroupMar 2025 to now
  3. M. S. Howells & Co.Jan 2021 to now
  4. Axio Financial LLCMay 2020 to Aug 2021
  5. Navian Capital Securities, LLCDec 2017 to Nov 2021
  6. The Leaders Group IncJul 2014 to Nov 2017
  7. Insource, IncSep 2011 to Mar 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 1 state (IN).

Msh Capital Advisors LLC

$1.3BAssets managed
2,361Clients
20Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2293529
Firm CRD
157835
Advisor's SEC record (opens in a new tab)
CallContact this firm